Cornerstone Total Return Fund
62 hedge funds and large institutions have $75.7M invested in Cornerstone Total Return Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 2 closing their positions.
900% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 2
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
43% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 14
41% more funds holding
Funds holding: 44 → 62 (+18)
1.47% more ownership
Funds ownership: 9.15% → 10.62% (+1.5%)
3% more capital invested
Capital invested by funds: $73.7M → $75.7M (+$2.01M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$2.86M |
| 2 |
SC
Sculptor Capital
New York
|
+$1.79M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$869K |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$696K |
| 5 |
LPL Financial
San Diego,
California
|
+$516K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$5.73M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$334K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$323K |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$300K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$254K |
CRF Hedge Fund Activity: Q4 2023 in Review
62 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Cornerstone Total Return Fund (CRF) for Q4 2023, worth a combined $75.7M — up 2.7% from $73.7M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CRF positions and 2 closed out — a net gain of 18 holders — while 20 added to existing stakes and 14 trimmed.
The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $2.86M. The largest seller was Sit Investment Associates, cutting an estimated $5.73M.
- 62 institutional investors held Cornerstone Total Return Fund (CRF) as of Q4 2023, up from 44 in Q3 2023.
- Funds reported $75.7M of Cornerstone Total Return Fund stock for Q4 2023, up 2.7% quarter-over-quarter.
- 20 funds opened new Cornerstone Total Return Fund positions in Q4 2023 and 2 closed out, a net change of +18 holders.
- The largest Cornerstone Total Return Fund buyer in Q4 2023 was Thomas J. Herzfeld Advisors, an estimated $2.86M added.
- The largest Cornerstone Total Return Fund seller in Q4 2023 was Sit Investment Associates, an estimated $5.73M sold.
Based on aggregated 13F filings for Q4 2023.